See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,090 | $54,350-39.1% | $82,719-60.0% | $68,494-51.7% |
| Participation rate | 88.9% | 63.9%+25.0pp | 72.6%+16.3pp | 67.9%+21.0pp |
| Annual return | -15.28% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,370 | $2,218+51.9% | $3,009+12.0% | $2,596+29.8% |
| Participant deferral / active EE | $7,264 | $3,246+123.8% | $4,395+65.3% | $4,027+80.4% |
| Admin fee / account holder | $555 | $4,395-87.4% | $5,329-89.6% | $5,403-89.7% |